+31.5%
ESI vs UTHR
+25.4%
+6.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +0.6% |
| 7D | -4.6% | +1.9% | -6.6% | -4.8% |
| 30D | -10.5% | -2.9% | -7.7% | -10.2% |
| 3M | -19.8% | -8.9% | -11.0% | -19.1% |
| 6M | +5.8% | -8.7% | +14.5% | +7.3% |
| YTD | +38.3% | +2.0% | +36.3% | +38.7% |
| 1Y | +31.5% | +22.8% | +8.7% | +29.7% |
| All | +31.5% | +25.4% | +6.1% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded UTHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling